Jeffrey
Krueg
Dynamic Wealth Advisors
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About this Advisor
Jeffrey Krueg is a financial advisor who works in Phoenix, Arizona. Krueg is currently employed by Dynamic Wealth Advisors. During their career, the advisor has held roles at Dynamic Wealth Advisors, Autus Asset Management, LLC and Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors. Krueg has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Dynamic Wealth Advisors is an advisory company headquartered in Phoenix, AZ. The company has offices in 50 locations and a total of 120 employees. It administers $3 billion in assets under management between its 12,207 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 12,207 client accounts, 22% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Dynamic Wealth Advisors likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$3,252,482,987
120
12,207
$266,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jeffrey Krueg Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors
Autus Asset Management, LLC
Dynamic Wealth Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Krueg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Wealth Advisors
Phoenix, AZ
Agoura Hills, CA
Phoenix, AZ
Chandler, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Idaho Falls, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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